YOUR WEALTH. OUR EXPERTISE.

Live / Applied — First extension granted (statement of use) (as of 20 Oct 2025)

What this means for you

Not registered yet, but its 11 Mar 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98443837
Mark type
Stylized text
Filed
11 Mar 2024
Published for opposition
25 Feb 2025
Attorney of record
Jordan Arnot Leahey

Goods and services

  • Class 036 — Insurance and financial services: Investment management; financial services, namely, wealth management services; financial trust planning and administration; estate planning and administration; custodial banking services; Providing financial information about investments, wealth management and trust and estate planning
  • Class 041 — Education and entertainment services: Providing online newsletters in the field of investments, wealth management, trust and estate planning

Owner

Prosecution history

  • 27 Oct 2025 — TEAS STATEMENT OF USE RECEIVED
  • 21 Oct 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 20 Oct 2025 — SOU EXTENSION 1 GRANTED
  • 20 Oct 2025 — SOU EXTENSION 1 FILED
  • 20 Oct 2025 — SOU TEAS EXTENSION RECEIVED
  • 22 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 25 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 25 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 25 Feb 2025 — PUBLISHED FOR OPPOSITION
  • 19 Feb 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 03 Feb 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 03 Feb 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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